GMO Developed World Stock Fund

Scorecard
3 / 5 Stars
Lipper
4 4 4 4 2
Zacks Investment Research
4 (Sell)
Standard & Poor's
4 / 5 Stars
TheStreet.com
B+ (Buy)

#46 in World Stock

U.S. News evaluated 304 World Stock Funds. Our list highlights the top-rated funds for long-term investors based on the ratings of leading fund industry researchers.

See all GMO funds

See full World Stock rankings

See more fund rankings

Performance

The fund has returned 27.91 percent over the past year, 12.63 percent over the past three years, and 15.23 percent over the past five years.

Trailing Returns Updated 06.30.2014
Year to date 8.0%
1 Year 27.9%
3 Years (Annualized) 12.6%
5 Years (Annualized) 15.2%
10 Years (Annualized) N/A

See more GDWTX performance

Summary

The investment seeks high total return. The Manager seeks to achieve the fund's investment objective by investing the fund's portfolio primarily in stocks that the Manager believes will provide a higher return than the MSCI World Index. Under normal circumstances, the fund invests directly and indirectly (e.g., through underlying funds or derivatives) at least 80% of its assets in stocks tied economically to developed markets. It is non-diversified.

Fees

Fees are Average compared to funds in the same category.
GMO Developed World Stock Fund has an expense ratio of 0.61 percent.

See more GDWTX fees

Risk

Risk is Below Average compared to funds in the same category according to Morningstar.

See more GDWTX risk